Tag: Omega Wealth Partners

Deals & People

July 13th, 2023

CAPTRUST Expands Presence in South

Acquisition of Southern Wealth Management brings managing partner Dick Jones and 62 colleagues to CAPTRUST.

Deals & People

June 1st, 2023

CAPTRUST Acquires Omega Wealth Partners

Omega, based in Fort Worth, is CAPTRUST’s second deal in Texas this year.

Events Spotlight

Grande Lakes, Orlando | April 20th, 2020

Industry Intelligence

THOUGHT LEADERSHIP

Retirement Experts: A Better Way To Crack the Retirement Income Nut.

Guaranteed income sources can help retirees maximize Social Security benefits.

Sponsored by TIAA

THOUGHT LEADERSHIP

Interest Grows in Finding New Uses for Stable Value

MetLife’s 2024 Stable Value Study found that defined contribution plan sponsors and plan advisers understand the benefits of stable value investments and are open to using the vehicles in new ways. PLANADVISER spoke with Thomas Schuster, senior vice president, stable value and investment products, and Warren Howe, national sales director, stable value and DCIO [defined contribution investment only] markets, at MetLife, about the study findings.

Sponsored by MetLife